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CFOs, controllers and finance operations leads ask AI assistants which tools handle payables, planning and the month-end close. We work on what those answers say about your product, and whether they name it at all.
Updated
“Which tool helps a 400-person company on NetSuite close the books faster, with a finance team of six?”
“Vendor A and Vendor B are common picks for close management on NetSuite. Vendor C adds reconciliations but takes longer to implement…”
Placeholders, not real vendors or results.
Buyers type a few words into a search box. In an AI assistant they describe their situation: the ERP they run, the size of the company and the finance team, the currencies they deal in, the deadline they are working to. Each detail narrows the shortlist, and each one is a fact the answer has to get right about you.
In a search box
In an AI assistant
Example questions, written to show the shape. Vendor names are placeholders.
The paid audit and every monthly check record how each engine describes you, not only whether it names you. In finance software, these are the details buyers filter on.
AP automation, spend management, FP&A, close and reconciliations, billing. The categories overlap, and an answer that files you under the wrong one puts you on the wrong shortlist.
NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks, Xero and the rest. Buyers name their ERP in the question, and an answer that leaves yours out drops you from it.
Company size, finance team size and stage. A team of two and a team of forty ask for different tools.
Time to go live, what finance has to do, and whether IT is needed. Buyers ask before they book a demo.
Approvals, segregation of duties, the audit trail, and the assurance reports your own company holds. The answer should state them as they are today.
Engines that search the web show their sources. For your own questions, the baseline records which of these each engine used, so the work goes where your answers come from.
Controller, AP manager
“Which AP automation tool handles invoices in several currencies on NetSuite?”
Which ERPs you sync with, what you automate, and how payments run.
Read the ap automation page
CFO, head of FP&A
“Is it time to move planning out of spreadsheets, and into which tool?”
How you model, what you connect to, and how much finance still does by hand.
Read the fp&a page
Controller
“Which close management tool helps a team of six close in fewer days?”
Which close tasks you automate, which ERPs you work with, and what auditors see.
Read the financial close page
Example questions are illustrative.
The same four steps run on every retainer. The plan you pick sets how many questions we track and how much work ships each term.
We build the questions CFOs, controllers and finance leads ask, with you: 100 or 150 depending on the plan, mostly unbranded, grouped into clusters by category, ERP and stage. You approve them before anything runs.
Every question runs on ChatGPT, Claude, Perplexity, Microsoft Copilot and Google (AI Overviews, AI Mode and Gemini). We record who gets named, how each engine describes your category and the ERPs you work with, and which pages it cites.
A written estimate of what the scope can move by day 90, as ranges per cluster and engine. The scope is locked with it.
Comparison and alternatives pages, revamps of product and integration pages you already have, corrected review profiles, placements on the pages engines cite, and community work. Each month end is measured against the forecast.
If we work with an AP automation vendor, we don't take its direct competitor, so we are never chasing the same citations for two of you.
Nobody controls what the engines say. You get a measured baseline, a written forecast and a monthly check that shows a flat month as flat.
Finance buyers check numbers and notice vague claims about controls. We interview your product lead at the start, then for 30 minutes a month, and you approve every brief.
It is how often, and how accurately, AI assistants such as ChatGPT, Claude, Perplexity, Microsoft Copilot and Google's AI features name your product when CFOs and controllers ask which finance tools to evaluate. It covers being on the shortlist and being described correctly: your category, the ERPs you work with, who you suit and what implementation takes.
Send your website, your category in a sentence and up to five competitors. If we think the free audit will tell you something, it arrives 48 business hours after we confirm.